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Principal SystematEx International Fund;Inst

Ranked 31 out of 34 in Global Multi-Cap Value over 12 months

All calculations are in USD unless stated

The Fund seeks long-term growth of capital. The Fund has no limitation on the percentage of assets invested in any one country or denominated in any one currency, but the Fund typically invests in foreign securities of at least three countries and at least 40% of its net assets in foreign securities.

sector performance

Global Multi-Cap Value
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -1.4%
2017 24.3% 7.3% 5.9% 5.6% 3.6%
2016 1.2% -2.8% -0.7% 6.7% -1.8%
2015 4.4%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date22/09/2015
  • Share Class size00Mn
  • Base currencyUSD
  • ISINUS7425373682

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0